Step 4: Add Demandbase Fields to Salesforce

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Context

The Demandbase app package creates a number of custom fields that you can add to page layouts within Salesforce. 

Our integration is very light-weight. We have a small AppExchange package that helps set up our lead to account matching and provides the custom fields we'll write your engagement data to. Out-of-the-box, we only write to fields created by our app package. You can add these fields to your page layouts as you see fit. 

Once the integration sync is complete, Demandbase sends engagement data to the custom fields in Salesforce. The initial sync may take 2-5 days, depending on volume. You can monitor the progress in Demandbase at Settings > System Monitoring > Data Sync Status.

Tip: You can also create additional custom fields in Demandbase and Salesforce. See Create Demandbase Calculated Fields for Connected Mode.

Prerequisites

  • You must have Admin privileges within your Salesforce environment. 
  • Install our latest Demandbase app package: Salesforce AppExchange: Demandbase (ABX Cloud) Package.
    Important: Even if you already had the Demandbase app package installed, you'll need the latest version to access all of the components. When you log in to Salesforce and check out the AppExchange listing, it will tell you what version you have and what the latest version is.

Steps: Add Demandbase Custom Fields to Page Layouts

  1. Log in to Salesforce as an Admin user.
  2. Click on Setup in the top right of the page.
  3. In the left navigation area, quick search for Customize (Salesforce Classic) or Object Manager (Salesforce Lightning) and choose the object you'd like to add fields to. For example, Leads.
  4. Expand the Object, click on Page Layouts. 
  5. Click Edit on the page layout you want to add the Demandbase fields.
  6. Drag each desired Demandbase field anywhere in the Object information area.
    Important: In the Page Layout area you can see the available fields for your object. Demandbase custom field names begin with "engagio."
  7. (Optional) Create a new Section on the Page Layout by dragging the Section field into the page. Add Demandbase fields to that section.
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  8. Click Save.
  9. Repeat these steps to add Demandbase fields to the Account and Contact page layouts.

Steps: (Optional) Add Matched Lead Related List to the Account Object

  1. In Salesforce, go to Account Page Layouts. Click Related Lists and select Demandbase Matched Leads.
  2. Drag the Demandbase Matched Lead section just above or below Contacts so that you can view the Account's Contacts and Demandbase Matched Leads at a glance.
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List of Demandbase Custom Fields

Accounts

Field API Name Field Type Definition
Competitive Intent Keywords engagio__Competitive_Intent_Keywords_longtext__c Long Text Keywords showing competitive intent
Customer Date enegagio_CustomerDate__c Date/Time Date account entered designated Customer Journey Stage
Demandbase Journey Stage engagio__Status__c Text Journey Stage of account
Engaged People engagio__EngagedPeople__c Number Number of known leads & contacts that have engagement activity in the last 90 days 
Engagement Minutes (1 mo.) engagio_EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 Months
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity
High Intent Engagement Mins (1 mo.) engagio__IntentMinutesLast30Days__c Number Sum of High Intent engagement minutes in the last 1 month
High Intent Keywords engagio__HighIntentKeywords_longtext__c Long Text Keywords showing high intent
MQA Date engagio__MQADate__c Date/Time Date account entered MQA Journey Stage
Number of People engagio__NumberOfPeople__c Number Number of known leads & contacts that have been matched to the Account
Pipeline Date engagio_PipelineDate__c Date/Time Date account entered designated Pipeline Journey Stage
Pipeline Predict Score engagio__pipeline_predict_score__c Number Predictive Score assigned to the account based on how likely an account is to becoming an opportunity in the next 30 days
Qualification Score engagio__qualification_score__c Number Qualification Score assigned to the account based on how likely an account is to ever become a customer
Sales Touches (14 days) engagio_Sales_Touches_14_days__c Number Count of sales activities in the last 14 days
Sales Touches (7 days) engagio_Sales_Touches_7_days__c Number Count of sales activities in the last 7 days
Top Web Traffic URL (14 days) engagio__Top_Web_Traffic_URLs__c Long Text Top 10 web pages visited in the last 14 days
Web Traffic (3 mo.) engagio__WebVisitsLast3Months__c Number Number of page visits in the last 3 months (known and anonymous)

Contacts

Field API Name Field Type Definition
Department engagio__Department__c Text Department of contact based on Salesforce title field
Engagement Minutes (1 mo.) engagio_EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month for the contact
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 months for the contact
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days for the contact
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity from the contact
High Intent Engagement Mins (1 mo.) engagio__IntentMinutesLast30Days__c Number Sum of High Intent engagement minutes in the last 1 month for the matched account
Role engagio__Role__c Text Role of contact based on Salesforce title field
Sales Touches (14 days) engagio_Sales_Touches_14_days__c Number Count of sales activities in the last 14 days for the contact
Sales Touches (7 days) engagio_Sales_Touches_7_days__c Number Count of sales activities in the last 7 days for the contact

Leads

Field API Name Field Type Definition
Department engagio__Department__c Text Department of lead based on Salesforce title field
Engagement Minutes (1 mo.) engagio_EngagementMinutesLast30Days__c Number Sum of engagement minutes in the last 1 month for the lead
Engagement Minutes (3 mo.) engagio__EngagementMinutesLast3Months__c Number Sum of engagement minutes in the last 3 months for the lead
Engagement Minutes (7 days) engagio__EngagementMinutesLast7Days__c Number Sum of engagement minutes in the last 7 days for the lead
First Engagement Date engagio__FirstEngagementDate__c Date/Time Date of first engagement activity from the lead
High Intent Engagement Mins (1 mo.) engagio__IntentMinutesLast30Days__c Number Sum of High Intent engagement minutes in the last 1 month for the matched account
Match Time engagio__Match_Time__c Date/Time Date and Time lead was matched to account in Demandbase
Matched Account engagio__Matched_Account__c Lookup(Account) Account the lead has been matched to based on DB Lead to Account matching algorithm
Matched Account Annual Revenue engagio__Matched_Account_Annual_Revenue__c Currency Revenue of the matched account
Matched Account Demandbase Journey Stage engagio__Matched_Account_Engagio_Status__c Text Journey Stage of matched account
Matched Account Employees engagio__Matched_Account_Employees__c Number Employee Count of the matched account
Matched Account Engagement Mins (3 mo.) engagio__Matched_Account_EngageMinsLast3Months__c Number Sum of engagement minutes in the last 3 months for the matched account
Matched Account Engagement Mins (7 days) engagio__Matched_Account_EngageMinsLast7Days__c Number Sum of engagement minutes in the last 7 days for the matched account
Matched Account HQ State engagio__Matched_Account_HQ_State__c Text HQ State of matched account
Matched Account Industry engagio__Matched_Account_Industry__c Text Industry of matched account
Matched Account Name engagio__Matched_Account_Name__c Text Name of matched account
Matched Account Owner Name engagio__Matched_Account_Owner_Name__c Text Owner of matched account
Matched Account Type engagio__Matched_Account_Type__c Text Account Type of matched account
Role engagio__Role__c Text Role of lead based on Salesforce title field
Sales Touches (14 days) engagio_Sales_Touches_14_days__c Number Count of sales activities in the last 14 days for the lead
Sales Touches (7 days) engagio_Sales_Touches_7_days__c Number Count of sales activities in the last 7 days for the lead

Next Steps

See Step 5: Add Demandbase iFrame to Salesforce

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